Number of Shares
133,685.00
Current Holdings Value*
$23.09 Mil
% of Portfolio
3.24%
Total Estimate Gain
$7.48 Mil
% of Total Estimate Gain
19.69%

QUEST INVESTMENT MANAGEMENT LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, QUEST INVESTMENT MANAGEMENT LLC held 133,685.00 shares of Vanguard Value ETF(VTV), totaling $23.09 Mil. This investment constitutes 3.24% of their stock portfolio, and QUEST INVESTMENT MANAGEMENT LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2014Q4. And since then QUEST INVESTMENT MANAGEMENT LLC has made 14 purchases of VTV, at an average price of $120.60, for a total of 315,016.00 shares. In addition, there have been 14 sales at an average price of $119.68 for 181,331.00 shares. Based on historical transaction data and VTV's current price of $177.81, QUEST INVESTMENT MANAGEMENT LLC's estimated gain on his VTV holdings is $7.48 Mil, reflecting a 19.69% gain to date.

QUEST INVESTMENT MANAGEMENT LLC VTV ($177.81) Holding Chart

QUEST INVESTMENT MANAGEMENT LLC VTV ($177.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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